Nathan Cassel is a registered investment advisor at Planpilot, based in Chicago, IL, with 8 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 172 clients with $5.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement plan consulting and administration services — Fixed annual fees typically ranging from $6,500 to $100,000 depending on the size and complexity of the plan
- Outsourced chief investment officer search services — Fixed project fees typically ranging from $10,000 to $60,000 depending on the size and complexity of the endowment or foundation
- Hourly consulting — $100 to $400 per hour for specific short-term or long-term projects
Location
223 West Jackson, Suite 800, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Planpilot
State Registrations1 state
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Exams
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